Name | Ticker | Rating | Best Fit Category | Risk (%) | Fees |
U.S. Equities - Blend | | | | | |
Target Date 2035 Fund | | C | U.S. All Cap | 11 | 0.29% |
Target Date 2040 Fund | | C | U.S. All Cap | 13 | 0.29% |
Target Date 2055 Fund | | C | U.S. All Cap | 14 | 1.25% |
Target Date 2050 Fund | | C | U.S. All Cap | 14 | 0.29% |
Target Date 2045 Fund | | C | U.S. All Cap | 14 | 0.29% |
S&P 500 Index Fund | | C | U.S. Large Cap | 15 | 0.07% |
Small Cap Index Fund | | C+ | U.S. Small Cap | 23 | 0.2% |
Small Cap Core Fund | | C+ | U.S. Small Cap | 25 | 0.79% |
Target Date Income Fund | | C | U.S. All Cap | 5 | 0.27% |
Target Date 2020 Fund | | C | U.S. All Cap | 6 | 0.28% |
Target Date 2025 Fund | | C | U.S. All Cap | 8 | 0.29% |
Target Date 2030 Fund | | C | U.S. All Cap | 9 | 0.29% |
U.S. Equities - Growth | | | | | |
Large Cap Growth Index Fund | | C-- | U.S. Large Cap - Growth | 20 | 0.2% |
Large Cap Growth Fund | | F-- | U.S. All Cap - Growth | 23 | 0.67% |
U.S. Equities - Value | | | | | |
Large Cap Value Index Fund | | C++ | U.S. Large Cap - Value | 15 | 0.2% |
Small Cap Blend Fund | | D++ | U.S. Mid Cap - Value | 18 | 0.79% |
S&P MidCap 400 Index Fund | | D++ | U.S. Mid Cap - Value | 19 | 0.14% |
Large Cap Value Fund | | D++ | U.S. Mid Cap - Value | 22 | 0.53% |
JPMorgan Chase & Co. | JPM | B++ | U.S. All Cap - Value | 28 | 0% |
Global & Intl. Equity | | | | | |
International Large Cap Index Fund | | B- | International Large Cap | 15 | 0.34% |
International Small Cap Index Fund | | D++ | International Small Cap | 15 | 0.59% |
International Large Cap Value Fund | | A | International Large Cap - Value | 17 | 0.84% |
Emerging Market Equity Index Fund | | D | Emerging Markets | 19 | 0.67% |
Bonds | | | | | |
Stable Value Fund | | C | U.S. Cash / Money Market | 0 | 0% |
Short-Term Fixed Income Fund | | C+ | Bond - Emerging Market | 1 | 0.3% |
Intermediate Bond Fund | | C- | U.S. Treasury - Short / Intermediate | 1 | 0.22% |
Government Inflation-Protected Bond Fund | | B+ | U.S. Treasury - TIPS | 2 | 0.5% |
Core Bond Fund | | B- | Bond - Multi Sector | 3 | 0.4% |
High Yield Bond Fund | | A++ | Bond - U.S. High Yield | 3 | 0.74% |